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Retirement: The Road to Readiness

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Because there’s no place like home

Is it your dream to retire in your own home? With the decline of pensions and without company-provided health insurance to rely on, you may need a strategy to better secure your dreams.

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Sam’s story: Music lessons

Music ran in his family and filled his home. But Sam learned from his mother talent isn’t enough. By giving 100% to his dreams and education, Sam is following her advice to a bright future.

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Leonela’s story: Back to her roots

Her parents were immigrants who wanted to build a better life for their children. When she traveled to their homeland of Ecuador, Leonela discovered the next step she wanted her life to take.

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Stephanie’s story: Determined to serve

Stephanie never takes the easy way out. As a child, her determination led her to become an accomplished ice skater. And now it’s driving her to continue her family’s military legacy.

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Adam’s story: All fired up

Adam worked hard on the family farm, but part of him wanted to live on the edge. His mom and stepfather guided him on the path to adulthood until eventually he discovered his calling.

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Why planning for retirement now is critical for the next generation

While young American adults might actually spend less than previous generations, impulse purchases, a major shift away from pension plans and more have made saving for retirement a challenge.

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Breaking the silence on the inheritance boom

Over the next 30 years, a wealth transfer of nearly $58 trillion is expected to change hands from baby boomers to younger generations in the form of inheritance. But will the younger generations save or invest this money?

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What widows and widowers approaching retirement need to know about claiming Social Security survivior benefits

Claiming Social Security can be an overwhelming task, especially for widows and widowers who are entitled to both their own worker benefit and a survivor benefit. Luckily there are strategies to help maximize the potential lifetime retirement income that Social Security provides.

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Don’t procrastinate: Investing in your 20s

Certain behaviors can impede good investment choices, and our human tendencies can derail even the best intentions.

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Relying on inheritance for retirement is risky business

Anticipating an inheritance creates a form of planning dependency that could negatively influence how hard you work to make more money, or how much you save.

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